Estate Planning

• A Novel Approach

  By Ellen Uzelac  |  May 24, 2012

  Never heard of heritage planning? You will, if advisor Cam Thornton has his way.

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  5 Ways Rich and Famous Can Hide Assets

  By Michael S. Fischer  |  May 21, 2012

  Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.

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  Ultra-Wealthy Will Transfer $27 Trillion by 2050

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.

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  The Proper Path to Integrated Wealth Management, Pt. 1: Trusts

  By James R. Cody, Harris myCFO  |  May 14, 2012

  The value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  Fee-Only Planners May Be Aging World’s Best Hope

  By Joyce Hanson, AdvisorOne  |  May 9, 2012

  ‘Shock of Gray’ author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.

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  What to Do Now to Minimize Wealth Transfer Tax

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  May 8, 2012

  Despite the uncertainty of taxes in 2013, wealth managers can take advantage of current law to help clients transfer significant wealth this year with little or no tax.

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  Join the Conversation During Heritage Planning Month

  By Cameron Thornton, The GenUS Collaborative  |  May 1, 2012

  During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.

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  Parents, Pets and Online Presence: New Concerns for Modern Estate Planners

  By Danielle Andrus, AdvisorOne  |  April 30, 2012

  Estate planning requires attention to more than just children’s inheritances these days, according to a report released Monday by the BMO Retirement Institute, an organization based in Canada.

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  Heritage Planning Pt. 8, Bringing Families Together Financially

  By Cameron Thornton, The GenUS Collaborative  |  April 18, 2012

  The Family Bank: how to build it; what it accomplishes for each family.